Mokosak Advisory Group’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,180
| Closed | -$299K | – | 23 |
|
|
2020
Q4 | $299K | Sell |
1,180
-76
| -6% | -$19.3K | 0.14% | 20 |
|
|
2020
Q3 | $286K | Buy |
1,256
+204
| +19% | +$46.5K | 0.16% | 18 |
|
|
2020
Q2 | $213K | Buy |
+1,052
| New | +$213K | 0.13% | 21 |
|
|
2019
Q1 | – | Sell |
-2,365
| Closed | -$317K | – | 24 |
|
|
2018
Q4 | $317K | Buy |
+2,365
| New | +$317K | 0.25% | 20 |
|